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Customer Loyalty & Memberships – Client Portal
Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.
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- Membership Feature: Admin will create different levels of Membership as Premium, Silver, Gold, etc. Each level will be assigned with some loyalty points. Each level has some categories and products of above-selected categories (if no products are selected then all products of selected categories are assigned to that level), some discount (in %).When customers will have sufficient points earned to reach on any level then only that level will be displayed with a select box, and other levels will also be listed in the table. When Customer becomes a member, they will get some offers on selected categories as well as products. Membership Expiration: Admin can set the expiration date for the membership feature.
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- Points Table: Lists all the users who have received the points. The admin has the ability to modify user points and delete the user from the table.
- Redeem Points Conversion: The admin is required to set the points, their corresponding price, and the coupon amount received by the customer on converting each point to coupon price.
- Coupon Generation: The merchants can now send the notification to the users after setting up the number of days prior to the date of expiration for the notification. Also, the merchant can customize the whole message of the Email Template. The user can generate the coupon by converting its total points to coupons and use coupons. Minimum Points Required For Generating Coupon: The admin can set the minimum points count required by the customer to generate the coupon. As soon as the user’s points count reaches the minimum required points value then he will be eligible to generate the coupon.
- Points log feature: Both admin and customer can see points log details, like on which date and event the customer has got those points.
- Points Log Feature: The customer can view the points earned, redeemed, or coupons on their dashboard by enabling the points-log settings in the membership features section.
- Redeem directly on Invoice without going through Sales Order of Omni-channel Sales module: you need to add hooks for Perfex CRM, please see details in the document.
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